WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 241 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is 0.03 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $32,740 | -2.0% | 1,161 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $33,425 | +0.8% | 1,161 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $33,158 | +0.4% | 1,161 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $33,019 | +10.1% | 1,161 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $30,000 | -9.1% | 1,161 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $33,000 | -10.8% | 1,161 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $37,000 | -2.6% | 1,161 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $38,000 | +5.6% | 1,161 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $36,000 | -2.7% | 1,161 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $37,000 | +2.8% | 1,161 | 0.0% | 0.00% | -50.0% |
Q1 2021 | $36,000 | +16.1% | 1,161 | 0.0% | 0.00% | +100.0% |
Q4 2020 | $31,000 | +29.2% | 1,161 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $24,000 | -4.0% | 1,161 | 0.0% | 0.00% | -50.0% |
Q2 2020 | $25,000 | +19.0% | 1,161 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $21,000 | -36.4% | 1,161 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $33,000 | +3.1% | 1,161 | 0.0% | 0.00% | -33.3% |
Q3 2019 | $32,000 | +3.2% | 1,161 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $31,000 | -3.1% | 1,161 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $32,000 | +14.3% | 1,161 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $28,000 | +12.0% | 1,161 | +233.6% | 0.00% | -50.0% |
Q1 2015 | $25,000 | – | 348 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
VAUGHAN & Co SECURITIES, INC. | 550,472 | $17,555,000 | 12.97% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 444,654 | $14,180,000 | 7.16% |
HC Advisors, LLC | 162,508 | $5,182,000 | 3.19% |
Pasadena Private Wealth, LLC | 182,868 | $5,832,000 | 2.00% |
Key FInancial Inc | 113,566 | $3,571,000 | 2.00% |
JNBA Financial Advisors | 374,475 | $11,942,000 | 1.62% |
HC FINANCIAL ADVISORS INC | 82,943 | $2,645,000 | 1.54% |
WealthTrust Asset Management, LLC | 55,577 | $1,772,000 | 1.54% |
Private Portfolio Partners LLC | 123,437 | $3,936,435 | 1.14% |
Financial Planning & Information Services, Inc. | 101,954 | $3,251,000 | 0.95% |